Bingham

Bingham

Amy R. Lonergan

Counsel

Amy Lonergan practices in Bingham’s Estate Planning Practice Group, where she focuses on sophisticated estate planning techniques for high net worth individuals and families. Amy also has extensive experience in trust and estate administration as well as philanthropic planning for individuals and private foundations. Her practice consists of the preparation of estate planning documents, including estate and gift tax minimization strategies, life insurance planning, generation-skipping transfer tax planning, and charitable gift planning.

In 2012, Amy was named a Massachusetts “Rising Star” in Estate Planning by Super Lawyers magazine. According to Super Lawyers, “Rising Stars” are the state’s top up-and-coming lawyers, with no more than 2.5 percent of lawyers in the state being named to the list.

Events

  • Presenter, Federal Tax Law Updates, Boston Bar Association Trusts & Estates Year in Review, Boston, Mass. (June 13, 2012)
  • Presenter, Building Flexibility into Your Estate Plan: The Next Best Thing to a Crystal Ball, The Boston Foundation, Boston, Mass. (April 4, 2012)
  • Speaker, A Practical Guide to Post-Mortem Administration, Boston Bar Association, Boston, Mass. (Feb. 14, 2012)
  • Presenter, Federal Tax Law Updates, Boston Bar Association Trusts & Estates Year in Review (June 15, 2011)
  • Speaker, 2010 Estate Administration — A Year Like No Other, Boston Bar Association, Boston, Mass. (Feb. 18, 2011)

Publications

  • “IRS Issues Rulings to Clarify Tax on Sale or Surrender of Life Insurance Policies,” Boston Bar Association Newsletter, Trusts & Estates Section (Winter 2010)

Memberships

  • Women’s Bar Association (former Co-Chair, New Lawyer’s Committee)
  • Professional Advisors Network, The Boston Foundation
  • Co-Chair of Tax Law Updates Committee, Trusts & Estates Section, Boston Bar Association
  • Vice Chair of Women’s Initiative Committee, Boston Estate Planning Counsel
  • Trusts and Estates Consortium

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